Filed February 12, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,979 |
Filed as: GLOBAL RETIRMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,000 |
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 13 · EIN 47-2079321 2225 WEST WHISPERING WIND DRIVE · PHOENIX, AZ 85085 | Contract Administrator | $1,200 |
METRO BENEFITS, INC.4 years Service code 13 · EIN 25-1541083 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,478 | $65,960+8.4% | $81,844-12.7% | $77,736-8.1% |
| Participation rate | 26.8% | 65.8%-39.0pp | 72.4%-45.6pp | 70.6%-43.8pp |
| Annual return | 17.22% | 26.64%-9.4pp | 778.87%-761.7pp | 31.26%-14.0pp |
| Employer contribution / active EE | $611 | $2,375-74.3% | $2,916-79.0% | $2,728-77.6% |
| Participant deferral / active EE | $1,417 | $3,505-59.6% | $4,323-67.2% | $4,651-69.5% |
| Admin fee / account holder | $261 | $526-50.4% | $7,355-96.4% | $433-39.7% |